Find 4 Recommended Local Financial Advisors in Columbus, OH

Sequoia Financial Group is a family office and wealth management firm that provides integrated, personalized financial planning for individuals and families across the wealth continuum. Our comprehensive service suite includes investment management, retirement planning, estate planning, tax planning, risk management, and charitable giving guidance, with specialized offerings for business owners, executives, first responders, physicians, and families with special needs members. Our core purpose is to enrich our clients lives by partnering with them to build and preserve their legacies, advance their long-term goals, and navigate all aspects of their financial journeys with confidence.

DebtHelp specializes in debt settlement services, assisting clients in resolving unsecured debts through negotiated settlements. Since 2006, we have provided tailored financial solutions, helping individuals and businesses achieve debt relief while prioritizing client education and budget-friendly payment plans.

Beacon Hill Investment Advisory is a boutique wealth management firm providing fiduciary investment management, financial planning, and retirement solutions. We specialize in creating personalized wealth strategies for individuals, trusts, and retirement plans through diversified portfolio construction and comprehensive financial planning. Our fee-only structure ensures unbiased advice focused on clients' long-term financial security.

Apprisen Financial Advocates is a nonprofit financial counseling organization offering debt management programs, credit education, and personalized financial planning services. Established in 1955, we help individuals nationwide achieve financial wellness through certified counseling, creditor negotiations, and digital financial tools. Our mission focuses on creating accessible pathways to debt relief and long-term financial stability.